Jeppson Wealth Management, LLC Portfolio Holdings
Jeppson Wealth Management, LLC
- $276 Million
- Q4 2024
Jeppson Wealth Management, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $276 Million distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.9M, Ishares Barclays 0 5 Year Tips with a value of $18.5M, Nvidia Corp with a value of $11.5M, Lockheed Martin Corp with a value of $10.5M, and Vanguard Sht Trm Inflt Prot Fd with a value of $8.15M.
Examining the 13F form we can see an decrease of $3.32M in the current position value, from $279M to 276M.
Below you can find more details about Jeppson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$276 Million
Technology: $67.3 Million
ETFs: $42 Million
Communication Services: $23.1 Million
Industrials: $22.1 Million
Healthcare: $19.7 Million
Financial Services: $18.3 Million
Consumer Defensive: $16.6 Million
Energy: $16.5 Million
Other: $49.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 199
- Current Value $276 Million
- Prior Value $279 Million
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 4 stocks
- Additional Purchases 47 stocks
- Sold out of 0 stocks
- Reduced holdings in 116 stocks